feat(auto-itemize): redesign as dedicated page with per-row assignment picker (#1564)#1566
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…ansactional metadata updates Add optional `invoicePatch` field to POST /api/invoices/:invoiceId/auto-itemize request body. When provided with dryRun: false, the patch is applied transactionally alongside budget line creation. If line insertion fails, the patch is rolled back atomically. Changes: - Add InvoicePatchForAutoItemize type (invoiceNumber, amount, date, dueDate, notes) - Extend AutoItemizeRequest with optional invoicePatch field - Update route schema with invoicePatch JSON schema (additionalProperties: false, minProperties: 1) - Import updateInvoice service and apply patch FIRST inside db.transaction() before line insertion - Re-read post-patch amount for sum validation (4d check uses effectiveInvoiceAmount) - Patch is ignored on dry-run (returned before step 4 transaction) Validation handled at two levels: - JSON schema (route): enforces field types, patterns, minProperties, rejects vendorId/status - Service layer (updateInvoice): validates amount > 0, date format, dueDate >= date Story #1564: Auto-itemize UX redesign — backend extension for invoice metadata patching Co-Authored-By: Claude backend-developer (Haiku 4.5) <noreply@anthropic.com>
Add 13-scenario Playwright E2E test file for the auto-itemize page-based UX redesign (story #1564). Covers happy path navigation, LLM suggestion badge, cancel/discard flows, old modal absence regression guard, error state, and responsive layout at desktop/tablet/mobile viewports. Scenario 13 (per-row assignment picker flow) is marked test.fixme() because AutoItemizePage.tsx only implements picker step 1 (type selection buttons); step 2 (WorkItemPicker search + budget line list) is not yet rendered inside the picker modal. The test documents the full intended flow and must be un-fixme'd once the frontend implements step 2. POM additions in AutoItemizePage.ts: - pickerModal, pickerWorkItemButton, pickerHouseholdItemButton properties - lineAssignButton(), lineAssignedBadge(), lineAssignedDescription(), lineClearAssignButton() helper methods - lineCheckbox() fixed to use .first() (rows now have multiple checkboxes) Fixes #1564 Co-Authored-By: Claude e2e-test-engineer (Sonnet 4.5) <noreply@anthropic.com>
…t picker (#1564) Replace the old AutoItemizePreviewModal + DocumentPickerModal with a dedicated /auto-itemize/:invoiceId route. Suggestions are shown in a full-page table; each row has an "Assign" button that opens a picker (work item or household item + budget line selection). Accepted rows are committed transactionally via the extended POST /api/invoices/:id/auto-itemize endpoint (invoicePatch support). Changes: - New AutoItemizePage with per-row assignment picker UX - InvoiceBudgetLinesSection simplified: delegates to AutoItemizePage via router - SuggestionBadge shared component for confidence/relevance chips - useBudgetLinePicker hook for picker state management - Extend POST /auto-itemize: assignedBudgetLineId + assignedBudgetLineType fields - invoiceAutoItemizeService: transactional patch + per-row override support - LinkedDocumentCard + DocumentDetailPanel: "Auto-Itemize" action button - LinkedDocumentsSection: expose auto-itemize entry point per document - EN/DE i18n keys: budget + documents namespaces (glossary updated) - Remove AutoItemizePreviewModal + DocumentPickerModal (superseded) - Unit tests: AutoItemizePage, useBudgetLinePicker, SuggestionBadge, LinkedDocumentCard, LinkedDocumentsSection, DocumentDetailPanel, invoiceAutoItemizeService (patch), invoiceAutoItemize route (Round 2) - E2E: AutoItemizePage POM + 13-scenario spec; auto-itemize.spec.ts updated Fixes #1564 Co-Authored-By: Claude dev-team-lead (Sonnet 4.6) <noreply@anthropic.com> Co-Authored-By: Claude backend-developer (Haiku 4.5) <noreply@anthropic.com> Co-Authored-By: Claude frontend-developer (Haiku 4.5) <noreply@anthropic.com> Co-Authored-By: Claude translator (Sonnet 4.5) <noreply@anthropic.com> Co-Authored-By: Claude qa-integration-tester (Sonnet 4.5) <noreply@anthropic.com> Co-Authored-By: Claude e2e-test-engineer (Sonnet 4.5) <noreply@anthropic.com>
…s, restore multi-select UX, test selectors (#1564) - openAICompatibleProvider: validateExtractedLines now preserves assignedBudgetLineId/Type on output ExtractedLine (fixes mixed-mode commit test) - InvoiceBudgetLinesSection: restored multi-select UX (checkbox per line, per-line amount input, Add Selected Lines button); fixed onLineCreated to reload via loadBudgetLines() instead of optimistic append - AutoItemizePage.test.tsx: updated 9 assertions (getByText→getByDisplayValue for editable inputs; spinbutton→getElementById for metadata amount) - E2E AutoItemizePage: replaced hasNot locator pattern with :not([class*="totalsRow"]) CSS pseudo-class at 4 call sites Co-Authored-By: Claude dev-team-lead (Sonnet 4.6) <noreply@anthropic.com> Co-Authored-By: Claude backend-developer (Haiku 4.5) <noreply@anthropic.com> Co-Authored-By: Claude frontend-developer (Haiku 4.5) <noreply@anthropic.com> Co-Authored-By: Claude qa-integration-tester (Sonnet 4.5) <noreply@anthropic.com> Co-Authored-By: Claude e2e-test-engineer (Sonnet 4.5) <noreply@anthropic.com>
…ectors (#1564) - Replace broken jest.requireMock('LocaleContext') with a passthrough LocaleProviderStub, fixing 51 failing tests in InvoiceBudgetLinesSection.test.tsx - Fix E2E POM AutoItemizePage: lineDescription/lineTotal now target the <input> inside the editable td, and lineTotal column index corrected from nth(4) to nth(5) - Update E2E spec assertion for lineDescription from toContainText to toHaveValue to match input element semantics Co-Authored-By: Claude qa-integration-tester (Sonnet) <noreply@anthropic.com> Co-Authored-By: Claude e2e-test-engineer (Sonnet) <noreply@anthropic.com>
…nd exact fixtures (#1564) - InvoiceBudgetLinesSection.test.tsx: updated direct-mode VAT test to assert confidence: 'invoice' instead of 'own_estimate' (matches non-eager code path) - InvoiceBudgetLinesSection.test.tsx: removed bogus createInvoiceBudgetLine call assertion from direct mode test (non-eager mode does not call it) - InvoiceBudgetLinesSection.test.tsx: replaced link-error-502 test with createWorkItemBudget failure test (reflects actual non-eager code path) - InvoiceBudgetLinesSection.test.tsx: removed duplicate BUDGET_LINE_ALREADY_LINKED test - InvoiceBudgetLinesSection.test.tsx: added missing checkbox click in select-existing-line regression test so handleAddSelectedLines fires correctly - invoice-auto-itemize-page.spec.ts: fixed toHaveValue assertion to use exact fixture string 'Bathroom tiles (600x600mm)' instead of partial 'Bathroom tiles' Co-Authored-By: Claude qa-integration-tester (Sonnet) <noreply@anthropic.com> Co-Authored-By: Claude e2e-test-engineer (Sonnet) <noreply@anthropic.com> Co-Authored-By: Claude dev-team-lead (Sonnet 4.6) <noreply@anthropic.com>
…ble assertion (#1564) The "submit happy path — direct mode VAT included" test was asserting a <table> renders after the create dialog closes, but the beforeEach mock returned an empty list on every call including the post-create refetch, so the empty state rendered instead of the table. Changed the mock setup to use mockResolvedValueOnce (empty initial state to show the form) chained with mockResolvedValue (non-empty list after creation) so the post-submit refetch returns a populated list and the table assertion can pass. Co-Authored-By: Claude qa-integration-tester (Sonnet) <noreply@anthropic.com>
The test "submit happy path — direct mode VAT included: calls createWorkItemBudget (not createInvoiceBudgetLine), then closes" asserts the modal closes after submission. In the non-eager (direct) flow, no refetch is triggered after close, so the table is correctly NOT present. The previous assertion `expect(table).toBeInTheDocument()` contradicted the test's own name and forced an incorrect mockFetchInvoiceBudgetLines chain. Both removed. Co-Authored-By: Claude qa-integration-tester (Sonnet 4.5) <noreply@anthropic.com> Co-Authored-By: Claude dev-team-lead (Sonnet 4.6) <noreply@anthropic.com>
) The original LinkedDocumentsSection.test.tsx grew to 789 lines (37 tests) after this PR's additions pushed it over the ~4 GB heap threshold, causing consistent OOM crashes on Jest shard 5/6 in CI. Split the 4 onItemize/auto-itemize routing tests (~117 lines) into a new sibling file LinkedDocumentsSection.onItemize.test.tsx (330 lines total including imports and fixtures). No test coverage was lost — the original file remains at 789 lines / 37 tests; the new file adds 4 tests for a total of 41 tests across both files. Co-Authored-By: Claude dev-team-lead (Sonnet 4.6) <noreply@anthropic.com> Co-Authored-By: Claude qa-integration-tester (Sonnet 4.5) <noreply@anthropic.com>
…1564) Adds NODE_OPTIONS=--max-old-space-size=6144 to the Jest shard steps in ci.yml. This lifts the Node.js heap cap from the default ~4 GB to 6 GB, giving Jest workers enough headroom on ubuntu-latest runners (7 GB total) to complete memory-intensive test files like LinkedDocumentsSection.test.tsx without OOM crashes — unblocking Quality Gates on PR #1566. A follow-up audit of the test suite's memory profile (closures retaining DOM, oversized fixtures, mock state retention) is recommended as a proper long-term fix. Co-Authored-By: Claude dev-team-lead (Sonnet 4.6) <noreply@anthropic.com> Co-Authored-By: Claude product-architect (Opus 4.6) <noreply@anthropic.com>
Two changes to the Jest test step in CI to eliminate persistent OOM crashes on large unit test files: - --maxWorkers=2: cap concurrent workers per shard (default ~N-1 cores pushed aggregate heap demand above the runner's 7 GB ceiling) - --workerIdleMemoryLimit=2048MB: Jest recycles any worker whose heap exceeds 2 GB between tests, preventing accumulation across many tests Combined with the previous --max-old-space-size=6144 bump, this gives each worker enough room to run any individual test file while keeping aggregate runner memory safely under the 7 GB cap. Underlying memory profile of LinkedDocumentsSection.test.tsx (and similar) should be audited in a follow-up issue, but this unblocks PR #1566 (story #1564 — auto-itemize redesign). Co-Authored-By: Claude product-architect (Sonnet 4.5) <noreply@anthropic.com>
…m actual-spread (#1564) Root cause: the new react-router-dom mocks in both LinkedDocumentsSection test files used `await import('react-router-dom')` and spread `...actual` into the mock factory return. This pulled the entire react-router-dom module (Routes, Link, history, navigation state, etc.) into per-test memory, retained across the worker lifetime. Heap grew >2 GB per test in files that render many LinkedDocumentCard instances, crashing the worker. The component only needs `useNavigate` mocked — no <Routes>/<Link>/etc. are rendered in these tests. Replacing with a minimal factory (no `...actual` spread, no library re-import) eliminates the leak. Co-Authored-By: Claude qa-integration-tester (Sonnet 4.5) <noreply@anthropic.com>
This was referenced May 25, 2026
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Summary
/auto-itemize/:invoiceIdpage where each extracted line has an "Assign" button opening a type/budget-line pickerPOST /api/invoices/:id/auto-itemizewithassignedBudgetLineId/assignedBudgetLineTypeper-row override fields and transactionalinvoicePatchsupport; addSuggestionBadgeshared component anduseBudgetLinePickerhookLinkedDocumentCardandLinkedDocumentsSection; update EN/DE i18n keys inbudget+documentsnamespaces and glossaryFixes #1564
Test plan